Transcript of Earning Conference Call held on November 05, 2026.

Ref: MUL/SEC/2026-27/73 Date: November 07, 2026 BSE Limited National Stock Exchange of India Ltd Phirozee Jeejeebhoy Towers, Exchange Plaza, 5thFloor, Plot No. C/1, Dalal Street, G-Block, Bandra-Kurla Complex, Mumbai-400001 Bandra (East), Mumbai-400 051 (Maharashtra) (Maharashtra) (Scrip Code: BSE- 522249) (Trading Symbol: MAYURUNIQ) Subject: Transcript of Earnings Conference call held on November 05, 2026. Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulation, 2015 (“Listing Regulations”) we submit herewith the transcript of Earnings Conference Call held on November 05, 2026 of the Un-audited Financial Results of the Company for the quarter and half year ended on September 30, 2026. The above information is also available on the website of the Company at www.mayuruniquoters.com You are kindly requested to take the same on record. Thanking you, For Mayur Uniquoters Limited Kapil Arora Company Secretary and Compliance Officer ACS 57885 “Mayur Uniquoters Limited Q2 FY27 Earnings Conference Call” November 05, 2026 MANAGEMENT: MR. VINOD KUMAR SHARMA – CHIEF FINANCIAL OFFICER – MAYUR UNIQUOTERS LIMITED MODERATOR: MR. RAHUL DANI – MONARCH NETWORTH CAPITAL LIMITED Page 1 of 14 Mayur Uniquoters Limited November 05, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q2 FY27 Earnings Call of Mayur Uniquoters Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Rahul Dani. Thank you, and over to you, sir. Rahul Dani: Yes. Thank you, Avirath. Good morning, everyone. On behalf of Monarch Networth Capital, it's our pleasure to host the senior management of Mayur Uniquoters. On the call today, we have Mr. Vinod Kumar Sharma, CFO of the company. We will start the call with opening remarks from Vinod Kumar, sir and then we'll move to the Q&A. Thank you, and over to you, sir. Vinod Sharma: Thank you, Rahul. Good morning, dear investors and analysts. It's a really great pleasure to address you as we reflect in the past years and look forward to the future of the company. Your support and trust in Mayur Uniquoters have been instrumental in our success, and we are honored to share with you the performance of Mayur. Thanks for giving your precious time to join Mayur Uniquoters Limited Q2 FY27 conference call. Mayur Uniquoters Limited being a market leader in the synthetic leather industry and an organized player has been able to leverage emerging opportunities and delivered exemplary performance in the past years, both in national and international business market. Now I would like to start with the financial highlights for Q2 FY27 under review, and we will also reply to your queries after our review of the financial results for the quarter. The company has achieved the revenue from operation on a consolidated basis is INR282.95 crores, PBT INR79.31 crores and PAT INR57.99 crores. In the quarter, the consolidated revenue increased by 18%. PBT and PAT both increased by 43% and 42% Y-o-Y basis. The revenue from operation on a stand-alone basis is INR252.99 crores and PBT INR70.46 crores and PAT INR51.27 crores. In this quarter, the stand-alone revenue increased by 6% and PBT and PAT increased by 9% and 7%, respectively. Further, our endeavor is to make the company a preferred supplier for the leading OEMs in overseas market, especially U.S. and European regions. And in this context, we have -- as we already informed to you also that we have some good OEM supply orders in our hands from U.S., which we have already started making good contribution to our export sales and revenue and overall business profitability. And this sales growth and increased momentum is expected to continue in next 2, 3 years. While pursuing our business interest, Mayur Uniquoters has also been endeavoring to fulfill our responsibilities towards society. Under the corporate social responsibility programs, we have contributed towards the rubber plantations, around 45,000 plants we already done and have a plan to do it at larger scale in coming years. The company has also adopted many Happy Schools for education of children. The company has worked on education for all and underprivileged children, various health care initiatives, Page 2 of 14 Mayur Uniquoters Limited November 05, 2026 especially child skill development, water and sanitation at school area, distribution of school bags and books, clothes and most importantly, family planning and family welfare schemes in nearby villages. The state government has also recognized these initiatives on various platforms. I'm thankful to all the investors for their valuable time to those who became the part of this earning call. With this positive note, I would like to conclude and request you all to open the forum for questions and answers. Since we have a limited time, therefore, request you to please avoid repeated questions. And the segment results, I'm telling you in advance so that you can note down and we can avoid the repeated questions on this. The export general is INR33 crores. Export OEM, INR57.46 crores. Total export is INR90.46 crores; total OEM INR62.80 crores; replacement, INR45.02 crores; footwear, INR45.34 crores and furnishing, INR7.19 crores and others INR2.18 crores. Domestic total is INR162.53 crores and total INR252.99 crores. Our total quantity was 77.51 lakhs meters, and we have booked the PU revenue INR6.28 crores in this quarter. And I would like also inform you that due to casualty happened in the family of Arunji, Arun Bagaria sir, our Executive Director, he is not available today to answer your questions. Therefore, I'll try to answer your questions to the best of my knowledge, and I have the information with me. Thank you. Over to you. Moderator: Thank you very much. We will now begin the question-and-answer session. The first question is from the line of Rachna Kukreja from SiMPL. Rachna Kukreja: [Inaudible 0:06:18] Moderator: Sorry to interrupt. Ms. Kukreja, your voice is not audible. Rachna Kukreja: Is this better now? Vinod Sharma: Little bit better. Rachna Kukreja: And I have a few questions. First is on the volumes growth. If you could give us the breakup of export auto OEM volume for this quarter as well as domestic auto OEM volume growth for this quarter? Vinod Sharma: Growth over previous quarter or Y-on-Y basis, you want to know? Rachna Kukreja: Y-on-Y. Both. Y-on-Y and Q-on-Q. Vinod Sharma: Okay. Q-on-Q, the volume growth is around -- I'll be telling you growth. Rachna Kukreja: For export auto OEM and domestic auto OEM. Vinod Sharma: Okay. Around -- domestic auto OEM, auto replacement volume growth is around 11%. Rachna Kukreja: Which is year-on-year? Page 3 of 14 Mayur Uniquoters Limited November 05, 2026 Vinod Sharma: No, it's Q-on-Q. Rachna Kukreja: And year-on-year? Vinod Sharma: Year-on-year, it's around 5%. Domestic OEM. Rachna Kukreja: And export volume OEM? Vinod Sharma: And the OEM, 13.5% Y-on-Y and 5% on Q-on-Q basis. And export Y-on-Y. in fact, it is not a positive growth, volume because of certain reasons of U.S. market. Rachna Kukreja: What was the reason, if you could please provide some color on that? Vinod Sharma: Basically, market is not responding well in U.S. for last 2 quarters. And the customers are not going for buying the new cars. Therefore, the automotive companies have revised their projections. And accordingly, we are dispatching the material. And this quarter, we tried to reduce our dispatches to U.S. and forced our warehouse to clear their own stock. So the sale, which increased is because of clearance of the stock from warehouse and in comparison to dispatch from India. That' [Showing first 8,000 characters — download PDF for full document]